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Piper Sandler Maintains Overweight on MasTec, Lowers Price Target to $313

Sep 28, 2026, 3:25 PMBenzinga Newsdesk

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BenzingaSep 28, 2026, 5:54 PMBenzinga News-desk
Shares of data center infrastructure-related companies are trading lower. Elevated bond yields and Fed interest rate expectations are weighing on technology sectors that have exposure to AI buildout capex plans that may come under closer scrutiny from inflated borrowing costs.
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Zacks Investment ResearchSep 23, 2026, 3:27 PMNa
Is Sterling's $130M-$140M CapEx Plan Fuel for Its Next Growth Leg?
Sterling Infrastructure (STRL) is significantly increasing capital expenditures to $130-140M in 2026 from $77.3M in 2025 to expand capacity and support its high-growth E-Infrastructure business. The company reported 192% year-over-year E-Infrastructure revenue growth in Q2 2026, with a backlog exceeding $6B and expects over 100% revenue growth in 2026 with mid-20% operating margins. STRL stock has surged 68.7% year-to-date and trades at a discount to peers with a forward P/E of 21.32.
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BenzingaSep 17, 2026, 5:43 PMBenzinga News-desk
Shares of data center infrastructure-related companies are trading higher as retreating oil prices and bond yields help risk assets rebound. Also, the sector may be reacting positively to Generac and Vicor hyperscaler-related deals.
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